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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,805 | $183,968-67.5% | $162,166-63.1% | $152,870-60.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.86% | 150.77%-131.9pp | 115.59%-96.7pp | 345.34%-326.5pp |
| Employer contribution / active EE | $24,793 | $6,371+289.2% | $5,614+341.6% | $4,763+420.5% |
| Participant deferral / active EE | $19,776 | $8,034+146.2% | $7,298+171.0% | $5,850+238.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |